By: Chelsey M Reichelt In my role as Marketing & Finance Coordinator at Herbein + Company, one of my core responsibilities is administering our CRM database. My firm has used Microsoft Dynamics for several years, and I was brought on board to essentially get to know the system inside and out.…Read More
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
with Danielle Reynolds, Business Development, Manager with Whitley Penn
A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.